|
101
|
Planning Directions
Glen Mills,
Pennsylvania
|
$779K
|
+$804K
|
+14,699
|
New
|
|
|
102
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$767K
|
–
|
–
|
–
|
|
|
103
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$743K
|
+$91.5K
|
+1,672
|
+14%
|
|
|
104
|
Tower Research Capital (TRC)
New York
|
$677K
|
+$513K
|
+9,382
|
+277%
|
|
|
105
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$671K
|
+$692K
|
+12,652
|
New
|
|
|
106
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$652K
|
-$33K
|
-604
|
-5%
|
|
|
107
|
Kestra Private Wealth Services
Austin,
Texas
|
$633K
|
-$21.7K
|
-396
|
-3%
|
|
|
108
|
Southland Equity Partners
Wildwood,
Missouri
|
$620K
|
–
|
–
|
–
|
|
|
109
|
Realta Investment Advisors
Wilmington,
Delaware
|
$605K
|
+$605K
|
+11,059
|
+3,030%
|
|
|
110
|
HF Advisory Group
Annapolis,
Maryland
|
$605K
|
-$35.3K
|
-645
|
-5%
|
|
|
111
|
NBC Securities
Birmingham,
Alabama
|
$599K
|
+$618K
|
+11,299
|
+80,707%
|
|
|
112
|
Private Advisory Group
Redmond,
Washington
|
$591K
|
-$907K
|
-16,575
|
-60%
|
|
|
113
|
Mariner
Overland Park,
Kansas
|
$583K
|
–
|
–
|
–
|
|
|
114
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$580K
|
-$10.2K
|
-186
|
-2%
|
|
|
115
|
William Blair & Company
Chicago,
Illinois
|
$535K
|
-$43.8K
|
-800
|
-7%
|
|
|
116
|
Argent Trust Co
Nashville,
Tennessee
|
$530K
|
–
|
–
|
–
|
|
|
117
|
Equitable Holdings
New York
|
$520K
|
+$62.9K
|
+1,150
|
+13%
|
|
|
118
|
MAI Capital Management
Independence,
Ohio
|
$514K
|
+$1.8K
|
+33
|
+0.3%
|
|
|
119
|
|
$513K
|
-$154K
|
-2,822
|
-22%
|
|
|
120
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$510K
|
+$1.09K
|
+20
|
+0.2%
|
|
|
121
|
Geneos Wealth Management
Englewood,
Colorado
|
$509K
|
+$13.3K
|
+243
|
+3%
|
|
|
122
|
Stephens Inc
Little Rock,
Arkansas
|
$508K
|
-$5.47K
|
-100
|
-1%
|
|
|
123
|
Custom Index Systems
New York
|
$505K
|
+$521K
|
+9,521
|
New
|
|
|
124
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$476K
|
-$152K
|
-2,775
|
-24%
|
|
|
125
|
Focus Financial Network
Minneapolis,
Minnesota
|
$470K
|
+$186K
|
+3,395
|
+62%
|
|
